Dynamics 365 App For Outlook What Is It?

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The CRM App for Outlook is a lightweight app that does not require workstation installation but has rather been designed to accomplish specific actions such as tracking and converting emails and reviewing details on Contacts and Leads from directly within the email.

Server-Side Synchronization is used to set up email processing in Dynamics 365 by connecting with an Online or On-Premise Exchange Server for incoming or outgoing email.  With Server-Side synchronization, you can centrally manage mailboxes, server profiles, configure email for users or queues, and track email processing errors.  This is now the email processing method by design from Microsoft, with the Email Router being deprecated and the Outlook add-in deemed legacy technology.

Case to use it?

Microsoft's Dynamics 365 product group is increasing their investment in the App for Outlook by closing the functionality gaps between the app and the older Outlook add-in.  The app is built on newer Office add-in technology that does not have any code physically installed on the user's device, while the Dynamics 365 for Outlook (the "Outlook client") is older and slower technology.  Microsoft originally stated that the client would be deprecated and no longer be supported-- however, Microsoft reversed that decision but there will still be no new features added while they shift focus to enhancing the app.

The app works within the following environments:

Outlook on the web
Outlook desktop client
Outlook for Mac
Mobile phones

Prerequisites:

Microsoft Dynamics CRM Online 2016 Update or December 2016 update for Dynamics 365
Server-side synchronization for incoming email processing
Use Dynamics 365 App for Outlook privilege
Check additional requirements here:

https://technet.microsoft.com/en-us/library/dn946901.aspx#BKMK_Requirements


How to deploy it?

Administrators can push the app to users.

Go to Settings > Dynamics 365 App for Outlook


In the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users, select Automatically add the app to Outlook.  This will add the app to users that meet the aforementioned prerequisites.  Save.


Alternatively, either select Add App for All Eligible Users or push the app only to certain users by selecting the users and clicking Add App to Outlook. Save.


Users can also install the app themselves.

Go to Settings > Apps for Dynamics 365


In the Apps for Dynamics 365 screen, under Dynamics 365 App for Outlook, click Add app to Outlook.
The app will now appear in OWA and the desktop client:

*As an administrator ensure the Global bi-directional filters are set correctly before you hear angry users complain about email being automatically tracked in Dynamics 365

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